Storms & Rowdon Financial Services (SRFS) offers investment advice and financial planning to individuals, high net worth individuals, businesses, pension and profit-sharing plans, and charitable organizations. SRFS creates customized investment strategies based on client goals, risk tolerance, and financial situations. SRFS may use individual stocks, exchange-traded funds (ETFs), and bonds to achieve client investment goals. SRFS also offers financial planning services, including retirement planning, education savings, and insurance needs analysis.
Assets Under Management$140M
Clients228
Advisors3
Avg. per Client$620K
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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